Resolving retention policy conflicts
View Patent ↗Resolving retention policy conflicts is disclosed. An indication is received that two or more retention policies apply to an item of content. A merged retention policy that is based at least in part on the respective requirements of the two or more retention policies is generated automatically for the item of content.
1. A method of managing content, comprising:
receiving an indication that two or more retention policies apply to an item of content; and
automatically generating, using a processor for the item of content, a merged retention policy that is based at least in part on the respective requirements of the two or more retention policies by resolving a conflict, if any, at least in part by comparing the respective retention periods prescribed by the two or more retention policies to determine a longest one of the respective retention periods and adopting the longest one of the respective retention periods as a retention period for the merged retention policy based at least in part on the determination that it is the longest one;
wherein resolving the conflict, if any, further comprises in part adopting as a storage location for the merged retention policy a nearest one of the storage locations associated with the two or more retention policies in the case a storage location is associated with a retention policy, wherein a nearer storage location is a more readily accessible storage location.
2. The method as recited in claim 1 , further comprising associating the merged retention policy with the item of content.
3. The method as recited in claim 1 , further comprising no longer associating the two or more retention policies with the item of content.
4. The method as recited in claim 1 , wherein automatically generating a merged retention policy includes resolving one or more conflicts, if present, between the respective requirements of the two or more retention policies.
5. The method as recited in claim 4 , wherein resolving one or more conflicts includes identifying a conflict and applying a conflict resolution rule to resolve the conflict.
6. The method as recited in claim 4 , wherein resolving one or more conflicts includes prompting a user to provide input regarding how a conflict is to be resolved if the conflict cannot be resolved automatically by applying a conflict resolution rule.
7. The method as recited in claim 1 , wherein the merged retention policy is generated at or near the time the indication is received.
8. The method as recited in claim 1 , wherein each retention policy comprises a prescribed retention period and a storage type.
9. The method as recited in claim 8 , wherein determining whether there are any conflicts in the two or more retention policies comprises determining whether there are any conflicts in qualification, promotion and disposition requirements in the two or more retention policies.
10. The method as recited in claim 9 , wherein the storage type comprises near-line storage.
11. The method as recited in claim 9 , wherein the storage type comprises offline but offsite storage.
12. The method as recited in claim 9 , wherein the storage type comprises offsite storage.
13. The method as recited in claim 1 , further comprising sending the indication based at least in part on determining whether there are any conflicts in the two or more retention policies.
14. The method as recited in claim 1 , wherein automatically generating for the item of content a merged retention policy is also based at least in part on the storage type associated with each retention policy.
15. The method as recited in claim 1 , wherein approvals if any are obtained as prescribed by each retention policy as and when required by each retention policy imposing an associated requirement, even if doing so results in approvals being obtained prior to moving the item of content.
16. The method as recited in claim 1 , wherein approvals if any are obtained as prescribed by each retention policy as and when required by each retention policy imposing an associated requirement, even if doing so results in approvals being obtained prior to deleting the item of content.
17. The method as recited in claim 1 , wherein approval timeframes are adjusted so that approvals required prior to moving or deleting content are obtained at or near the time the item of content is to be moved under the merged retention policy.
18. The method as recited in claim 1 , wherein approval timeframes are adjusted so that approvals required prior to moving or deleting content are obtained at or near the time the item of content is to be deleted under the merged retention policy.
19. A content management system, comprising:
a processor configured to:
receive an indication that two or more retention policies apply to an item of content; and
automatically generate for the item of content a merged retention policy that is based at least in part on the respective requirements of the two or more retention policies by resolving a conflict, if any, at least in part comparing the respective retention periods prescribed by the two or more retention policies to determine a longest one of the respective retention periods and adopting the longest one of the respective retention periods as a retention period for the merged retention policy based at least in part on the determination that it is the longest one;
wherein resolving the conflict, if any, further comprises in part adopting as a storage location for the merged retention policy a nearest one of the storage locations associated with the two or more retention policies in the case a storage location is associated with a retention policy, wherein a nearer storage location is a more readily accessible storage location; and
a memory coupled to the processor and configured to provide instructions to the processor.
20. The content management system as recited in claim 19 , wherein the processor is further configured to associate the merged retention policy with the item of content.
21. The content management system as recited in claim 19 , wherein the processor is configured to automatically generate a merged retention policy at least in part by resolving one or more conflicts, if present, between the respective requirements of the two or more retention policies.
22. The content management system as recited in claim 19 , wherein the processor is configured to generate the merged retention policy at or near the time the indication is received.
23. A computer program product for managing content, the computer program product being embodied in a computer readable storage medium and comprising computer instructions for:
receiving an indication that two or more retention policies apply to an item of content; and
automatically generating, for the item of content, a merged retention policy that is based at least in part on the respective requirements of the two or more retention policies by resolving a conflict, if any, at least in part by comparing the respective retention periods prescribed by the two or more retention policies to determine a longest one of the respective retention periods and adopting the longest one of the respective retention periods as a retention period for the merged retention policy based at least in part on the determination that it is the longest one;
wherein resolving the conflict, if any, further comprises in part adopting as a storage location for the merged retention policy a nearest one of the storage locations associated with the two or more retention policies in the case a storage location is associated with a retention policy, wherein a nearer storage location is a more readily accessible storage location.
24. The computer program product as recited in claim 23 , further comprising computer instructions for associating the merged retention policy with the item of content.
25. The computer program product as recited in claim 23 , further comprising computer instructions for removing an association of the two or more retention policies with the item of content.
26. The computer program product as recited in claim 23 , wherein automatically generating a merged retention policy includes resolving one or more conflicts, if present, between the respective requirements of the two or more retention policies.
27. The computer program product as recited in claim 23 , wherein the merged retention policy is generated at or near the time the indication is received.